Let’s look at trends. Global netbook profit is down by 26% in the first quarter of 2009. Industry leader ACER had shipments of their netbooks up by 300% but profits down by 30%. This makes sense, as the netbook market is slowly being “filled” to the brim with the influx of, well, everybody coming up with ultra cheap laptops with very little margins. So it is quite understandable why profits will go down, despite the increase in shipment. The new business model for netbooks imply higher volumes and lower margins and it looks like this netbook strategy is slowly dying. Not that we want it dead, but we need more revenue streams!
